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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
| MI | RA | APPROVED | 2023-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Northville | MI | 07/2023 | Present |
| Adamy Valuation Advisors | Grand Rapids | MI | 07/2021 | 07/2023 |
| Michigan State University | East Lansing | MI | 08/2020 | 07/2021 |
| Roush Holdings | Livonia | MI | 05/2020 | 08/2020 |
| Full-Time Education | East Lansing | MI | 08/2019 | 05/2020 |
| Itc Transmission | Novi | MI | 05/2019 | 08/2019 |
| Full-Time Education | East Lansing | MI | 08/2017 | 05/2019 |
| Island Lake Boathouse | Novi | MI | 06/2017 | 08/2017 |
| Novi High School | Novi | MI | 09/2013 | 06/2017 |
1) 09/11/2023 - WWK Investments - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:9/6/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/25/2025 - WWK Tax Services, LLC - Investment Related - Tax Prep/Accounting/CPA - At reported business location(s) - Start Date:10/01/2025 - 3 Hrs/Mth - 1 Hrs During Trading. 3) 10/10/2025 - WWK - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:10/10/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
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